拉里·埃里森质押价值90亿美元的甲骨文股票以资助华纳兄弟交易,股价下跌,信用违约掉期(CDS)创历史新高。
Larry Ellison Pledges $9 Billion More In Oracle Stock To Fund Warner Bros Deal As Price Tumbles, CDS Hits Record

原始链接: https://www.zerohedge.com/markets/ellison-pledges-9-billion-more-oracle-stock-fund-warner-bros-deal-price-tumbles-cds-hits

甲骨文公司(Oracle)首席执行官拉里·埃里森(Larry Ellison)去年以来将其抵押的甲骨文股票增加了 19%,目前以 3.5 亿股股票——价值约 92 亿美元——作为个人贷款的抵押品。此举使其抵押持股总额达到约 570 亿美元,占其总持股比例的 36%。 这种激进的杠杆操作似乎与他为 1110 亿美元的派拉蒙(Paramount)与华纳兄弟探索公司(Warner Bros. Discovery)合并案提供资金有关,埃里森家族已承诺为此投入 470 亿美元的股本。在增加股份抵押之前,埃里森曾于本月初突然取消了原定 75 亿美元的股票出售计划。 除合并案外,甲骨文面临的财务压力也在加剧。由于电力短缺,该公司最近宣布其大型“木星计划”(Project Jupiter)数据中心遭遇不可抗力,导致甲骨文的债券收益率和信用违约掉期触及历史高位。随着该股股价在 52 周低点附近徘徊,人们对潜在追加保证金通知(margin calls)的担忧日益增加。如果甲骨文股价大幅下跌,由此引发的流动性危机可能会危及这一大规模的派拉蒙收购案。与此同时,该公司还向其领导层授予了丰厚的股票期权方案,其中包括给予埃里森 1.178 亿美元的期权。

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原文

Two weeks after the Larry Ellison inexplicably pulled his plan to sell up to 50 million shares, worth about $7.5 billion news of which had sent the stock sliding the day prior, the Oracle CEO - the key figure behind Paramount Skydance’s deal to buy Warner Bros. Discovery - has pledged 67 million more shares of Oracle as collateral for personal loans than he had at the same time last year, approximately 350 million shares.

The shares pledged, revealed in an Oracle Schedule 14A filing on Friday, amount to a 19% increase in the number of shares Ellison has pledged since 2025. The stock is worth about $9.2 billion at Oracle’s closing price of $137.10 on Friday.

As Bloomberg notes, Ellison has been helping his son David’s company, Paramount, acquire Warner Bros. in a transaction valued at $111 billion. The Ellisons have committed to $47 billion in equity funding for that deal, about $24 billion of which is coming from three Middle Eastern sovereign wealth funds, and much of the rest now appears to be sourced from pledge ORCL shares. 

Paramount is also looking to raise debt financing.

Having negotiated a settlement earlier this week with 12 state attorneys general and the Writers Guild trade union who had sued to block the merger, Paramount is now just one step away from sealing its deal for Warner Bros.

While Oracle officers and directors are forbidden from pledging company shares as collateral for personal loans, there is one exception: Larry Ellison - who serves as the company’s executive chair and chief technology officer.

The total stock pledged now represents about 36% of Ellison’s total holdings of 1.16 billion shares; in dollar terms that amount to just over $57 billion in ORCL stock pledged. 

The regulatory filing also disclosed that Oracle’s co-chief executive officers will receive $870 million in combined stock option awards. The package of Clay Magouyrk was valued at $621.7 million, while Mike Sicilia’s was worth $248.7 million. The executives were named to the joint CEO role a year ago, taking the job from Oracle veteran Safra Catz. Ellison, who didn’t receive awards in the previous two fiscal years, got a package valued at $117.8 million.

The 82-year-old technology mogul announced plans earlier this month to sell as much as $7.5 billion in Oracle stock, but then quickly canceled those plans, which may have been the result of the stock price's precipitous drop.

Aside from the Warner Bros. deal, Oracle has been caught up in an escalating data center fiasco, having announced force mejeure on its largest data center in New Meixco, the 2.25GW Project Jupiter complex, which has advised the project developer it will be unable to meet some contractual obligations due to lack of power at the facility as a result of regulatory delays. 

The Force Majeure sent ORCL bond yields surging to a record high, despite a relatively muted reaction in the stock - which nonetheless trades near 52 week lows...

... and will likely trade even lower once it notices that ORCL CDS have also just hit a new record wide, as the company's default risk has never been higher

As such, one wonders at what stock prices does ORCL get a margin call and is forced to source liquidity, potentially leading to a collapse in the Warner Bros takeover (at a wildely inflated price) as suddenly it finds itself without the funds to do so. 

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